Save your place

Sign in to WhoBought

Please try again later.

Moelis & Company (MC) institutional ownership

Market cap$5.1B SectorFinancial Services
Funds holding · Q1 2026
400
reported MC position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
212 buyers · 188 sellers

Moelis & Company (MC) price and institutional activity

Dates

Q1 2026

$0 bought by 212 investors
Jones Financial Companies LllpNomura Asset Management International Inc. +210 more
$0 sold by 188 investors
Balyasny Asset Management L.P.Norges +186 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Moelis & Company (MC) institutional activity · 400

Investor Type Est. change Change Δ Own Date
Jones Financial Companies Lllp · Added
Change +1.3M Date Q1 2026
Jones Financial Companies Lllp Added· Q1 2026 +1.3M Q1 2026
Nomura Asset Management International Inc. · New
Change +1.2M Date Q1 2026
Nomura Asset Management International Inc. New· Q1 2026 +1.2M Q1 2026
Channing Capital Management, LLC · Added
Change +1.1M Date Q1 2026
Channing Capital Management, LLC Added· Q1 2026 +1.1M Q1 2026
Balyasny Asset Management L.P. · Exited
Change −885K Δ Own −100.0% Date Q1 2026
Balyasny Asset Management L.P. Exited· Q1 2026 −885K −100.0% Q1 2026
Norges · Exited
Change −624K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −624K −100.0% Q1 2026
T. Rowe Price Associates · Reduced
Change −588K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −588K Q1 2026
Fisher Asset Management, LLC Added· Q1 2026 +572K +125.1% Q1 2026
Madison Asset Management, LLC · Added
Change +556K Date Q1 2026
Madison Asset Management, LLC Added· Q1 2026 +556K Q1 2026
Ameriprise Financial Inc · Reduced
Change −531K Date Q1 2026
Ameriprise Financial Inc Reduced· Q1 2026 −531K Q1 2026
Schwab · Reduced
Change −491K Date Q1 2026
Schwab Reduced· Q1 2026 −491K Q1 2026
Hightower Advisors, LLC · Added
Change +400K Date Q1 2026
Hightower Advisors, LLC Added· Q1 2026 +400K Q1 2026
Fort Washington Investment Advisors Inc · New
Change +381K Date Q1 2026
Fort Washington Investment Advisors Inc New· Q1 2026 +381K Q1 2026
Bamco Inc · Reduced
Change −350K Date Q1 2026
Bamco Inc Reduced· Q1 2026 −350K Q1 2026
Freestone Grove Partners LP · Exited
Change −346K Δ Own −100.0% Date Q1 2026
Freestone Grove Partners LP Exited· Q1 2026 −346K −100.0% Q1 2026
Natixis Advisors, LLC · Added
Change +333K Date Q1 2026
Natixis Advisors, LLC Added· Q1 2026 +333K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 400

Famous investor activity in Moelis & Company (MC)

Moelis & Company (MC) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Barker Thorold · Director Grant (A) 2K
Owned 2K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Barker Thorold Director Grant (A) 2K 2K Jul 1, 2026 Jul 6, 2026
Mirrer Louise · Director Grant (A) 2K
Owned 2K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Mirrer Louise Director Grant (A) 2K 2K Jul 1, 2026 Jul 6, 2026
Worrell Laila · Director 2 operations 3K
Owned 2K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Worrell Laila Director 2 operations 3K 2K Jul 1, 2026 Jul 6, 2026
Shropshire Kenneth · Director 2 operations 2K
Owned 200 Trade date Jul 1, 2026 Filed date Jul 6, 2026
Shropshire Kenneth Director 2 operations 2K 200 Jul 1, 2026 Jul 6, 2026
Barker Thorold · Director Grant (A) 16
Owned 2K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Barker Thorold Director Grant (A) 16 2K Jun 18, 2026 Jun 23, 2026
Mirrer Louise · Director 3 operations 30
Owned 2K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Mirrer Louise Director 3 operations 30 2K Jun 18, 2026 Jun 23, 2026
Shropshire Kenneth · Director 3 operations 39
Owned 54 Trade date Jun 18, 2026 Filed date Jun 23, 2026
Shropshire Kenneth Director 3 operations 39 54 Jun 18, 2026 Jun 23, 2026
Worrell Laila · Director 3 operations 41
Owned 480 Trade date Jun 18, 2026 Filed date Jun 23, 2026
Worrell Laila Director 3 operations 41 480 Jun 18, 2026 Jun 23, 2026
Cantor Eric · Director 5 operations 627
Owned 7K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Cantor Eric Director 5 operations 627 7K Jun 18, 2026 Jun 23, 2026
Watanabe Osamu R. · Officer 6 operations 230
Owned 1K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Watanabe Osamu R. Officer 6 operations 230 1K Jun 18, 2026 Jun 23, 2026
Riehl Nick · Officer 5 operations 31
Owned 709 Trade date Jun 18, 2026 Filed date Jun 23, 2026
Riehl Nick Officer 5 operations 31 709 Jun 18, 2026 Jun 23, 2026
Pilcher Ciafone Katherine · Officer 2 operations 53
Owned 4K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Pilcher Ciafone Katherine Officer 2 operations 53 4K Jun 18, 2026 Jun 23, 2026
Callesano Christopher · Officer 4 operations 41
Owned 1K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Callesano Christopher Officer 4 operations 41 1K Jun 18, 2026 Jun 23, 2026
Shropshire Kenneth · Director 3 operations 47
Owned 2K Trade date Mar 26, 2026 Filed date Mar 30, 2026
Shropshire Kenneth Director 3 operations 47 2K Mar 26, 2026 Mar 30, 2026
Worrell Laila · Director 3 operations 55
Owned 949 Trade date Mar 26, 2026 Filed date Mar 30, 2026
Worrell Laila Director 3 operations 55 949 Mar 26, 2026 Mar 30, 2026
15 of 63
15 of 63 Sign in to continue to older insider transactions.

Moelis & Company (MC) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 8.0M
% of shares outstanding 12.0% Filing date Jan 23, 2024
BlackRock Inc. 8.0M 12.0% Jan 23, 2024
Vanguard Group Inc 7.8M
% of shares outstanding 11.7% Filing date Feb 13, 2024
Vanguard Group Inc 7.8M 11.7% Feb 13, 2024
Kayne Anderson Rudnick Investment Management, LLC 5.8M
% of shares outstanding 7.9% Filing date May 14, 2026
Kayne Anderson Rudnick Investment Management, LLC 5.8M 7.9% May 14, 2026
Vanguard Portfolio Management 4.7M
% of shares outstanding 6.4% Filing date Apr 29, 2026
Vanguard Portfolio Management 4.7M 6.4% Apr 29, 2026
Vanguard Capital Management 3.9M
% of shares outstanding 5.3% Filing date Apr 30, 2026
Vanguard Capital Management 3.9M 5.3% Apr 30, 2026
London Co of Virginia 3.5M
% of shares outstanding 5.2% Filing date Feb 14, 2024
London Co of Virginia 3.5M 5.2% Feb 14, 2024
Wasatch Advisors LP 3.2M
% of shares outstanding 4.4% Filing date Jul 16, 2026
Wasatch Advisors LP 3.2M 4.4% Jul 16, 2026
Alliancebernstein L.P. 2.5M
% of shares outstanding 4.2% Filing date Feb 14, 2022
Alliancebernstein L.P. 2.5M 4.2% Feb 14, 2022
8 of 9

Moelis & Company (MC) ownership FAQ

Who owns MC?

400 reporting institutions disclosed MC position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.